National Wealth Management Group’s iShares S&P 500 Growth ETF IVW Stock Holding History

National Wealth Management Group’s Portfolio IVW Stock Details IVW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-6,254	Closed	-$406K	–	154
2023 Q1	$406K	Sell	6,254 -632	-9%	-$38.6K	0.46%	69
2022 Q4	$403K	Sell	6,886 -257	-4%	-$15.4K	0.48%	72
2022 Q3	$413K	Buy	+7,143	New	+$464K	0.54%	50

Other funds holding IVW

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

National Wealth Management Group's IVW Position: Q2 2023 in Review

National Wealth Management Group sold out of iShares S&P 500 Growth ETF (IVW) in Q2 2023, closing a stake of 6,254 shares — an estimated $406K sold.

National Wealth Management Group first reported a position in IVW in Q3 2022 and held it in 3 quarters. The position peaked at $413K in Q3 2022. 1,341 funds tracked by Wall St. Rank hold IVW as of Q2 2023.

National Wealth Management Group reported no remaining iShares S&P 500 Growth ETF position as of Q2 2023 after selling out during the quarter.
National Wealth Management Group sold 6,254 iShares S&P 500 Growth ETF shares in Q2 2023, an estimated $406K.
National Wealth Management Group first reported a position in iShares S&P 500 Growth ETF in Q3 2022 and held it in 3 quarters.
National Wealth Management Group's iShares S&P 500 Growth ETF position peaked at $413K in Q3 2022.
1,341 funds tracked by Wall St. Rank held iShares S&P 500 Growth ETF as of Q2 2023.

Based on National Wealth Management Group's 13F filing for Q2 2023, filed 10 Aug 2023.